by Sean Barrett | Nov 9, 2017 | Systems, Technology
Power Up Your Brokerage in 6 Ways! Every fsp wishes they could be ahead of their competition, but not many know of the tools they can use to do this. Here’s how you can power up your brokerage in 6 ways! Managing your email! Most financial experts have a...
by Sean Barrett | Nov 3, 2017 | Systems, Technology
A Simple Way to Give Yourself the Gift of Time Working for or managing an FSP can be time-consuming. From the daily client meetings to the admin side of things, you may feel like you have very little time to allocate to developing growth strategies. If that’s your...
by Sean Barrett | Oct 27, 2017 | Systems, Technology
How to Create a Paperless Office Do you dream of having a paperless office? One that is efficient and environmentally friendly? Here are a few benefits of going paperless: Document organisation becomes a breeze. The ability to quickly locate and circulate information...
by Sean Barrett | Oct 27, 2017 | Systems, Technology
Innovation is the Key for FSP’s You may have noticed that many of your clients are millennials. Perhaps they are children of former clients who have passed on or they are recent graduates who want to invest their money. What do millennials want? Millennials are...
by Sean Barrett | Oct 20, 2017 | Systems, Technology
How to Power Up Your Productivity There’s something to be said for all FSP’s, even the established ones – Productivity is a challenge. With representatives responsible for their own work, it may be difficult to track the inefficiencies. Not only that,...
by Sean Barrett | Oct 3, 2017 | Systems, Technology
If You’re a Broker or Financial Advisor, You May Want to Read this Do you feel like there’s just so much your current system or process can’t do? Do you find that you must use many systems just to get a client portfolio out or to create a proposal? Not only do these...
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